Deal Advisory

The New Investment Frontier

Since the Global Recession in 2008 there has a dramatic shift of capital away from large financial institutions to fund the establishment and capitalization of family offices. As of the start of 2023 more than half of the worlds liquidity is held in family offices or structures invested in private markets.

Our team has been at the forefront of this transition and have been actively engaged in the formation of a integrated wealth offering that can adequately support family offices and transition their capital from public to private markets.

We regularly advise on, and invest alongside, principals and family offices in US and Australian based direct investments. We are a fully integrated advisory team. We source, underwrite, and raise capital for private proprietary and brokered transactions.

Financial Reporting

Having a clear understanding of your family’s global assets and liabilities is critical to any financial decision-making process.

Multi Family Office

At ExperityCPA we provide integrated financial and administrative support for global families who wish to delegate responsibility for all aspects…

Tax Advisory

We have a deep understanding of transactional tax support and how proper tax planning can impact a return on investment. Getting it…


Family office accounting is an essential financial management service that caters to the unique and multifaceted needs of affluent individuals…

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